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Morningstar

BlackRock 40/60 Target Allocation R BRMPX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 11.31  /  0.26 %
  • Total Assets 589.8 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 2.42%
  • Turnover 63%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 12:12 AM GMT+0

Morningstar’s Analysis BRMPX

Will BRMPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRMPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BRMPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BRMPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock 40/60 Target Allocation R’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRMPX

More BRMPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 86.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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